Purchases and Sales Made in Q1 2024 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
4.71K+ 14.31% |
$813K - $904K
|
37.6K
$7.66M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
4.5K+ 23.81% |
$776K - $863K
|
23.4K
$4.76M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.48K+ 195.93% |
$772K - $859K
|
6.77K
$1.38M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4.3K+ 135.82% |
$742K - $825K
|
7.47K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.28KNew |
$738K - $821K
|
4.28K
$871K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4.2K+ 13.38% |
$725K - $806K
|
35.6K
$7.25M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.19KNew |
$722K - $803K
|
4.19K
$852K
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4.05K+ 26.22% |
$698K - $777K
|
19.5K
$3.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.91K+ 14.53% |
$674K - $750K
|
30.8K
$6.27M
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.88K+ 22.25% |
$669K - $744K
|
21.3K
$4.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.85K+ 57.79% |
$663K - $738K
|
10.5K
$2.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.8K+ 226.99% |
$656K - $730K
|
5.48K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.79K+ 21.42% |
$653K - $726K
|
21.5K
$4.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
3.75K+ 52.17% |
$647K - $720K
|
10.9K
$2.23M
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
3.75K+ 6.92% |
$647K - $720K
|
58K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
3.71K+ 3.32% |
$640K - $712K
|
115K
$23.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.64K+ 5.37% |
$627K - $698K
|
71.4K
$14.5M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.55K+ 4.09% |
$612K - $681K
|
90.4K
$18.4M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
3.5K+ 116.06% |
$603K - $671K
|
6.51K
$1.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
3.46KNew |
$597K - $664K
|
3.46K
$704K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.4K+ 2.51% |
$585K - $651K
|
139K
$28.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
3.36K+ 13.89% |
$579K - $644K
|
27.5K
$5.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
3.27K+ 19.32% |
$564K - $627K
|
20.2K
$4.11M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.25K+ 4.24% |
$560K - $623K
|
79.8K
$16.2M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.24K+ 7.28% |
$559K - $622K
|
47.8K
$9.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
3.2K+ 243.64% |
$552K - $614K
|
4.51K
$918K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.19KNew |
$551K - $613K
|
3.19K
$650K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.14K+ 11.9% |
$541K - $602K
|
29.5K
$6M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.08K+ 15.58% |
$531K - $591K
|
22.8K
$4.65M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.06K+ 5.79% |
$527K - $586K
|
55.8K
$11.4M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.94K+ 1.44% |
$507K - $565K
|
207K
$42.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.93K+ 0.93% |
$505K - $562K
|
319K
$65M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.9K+ 2.02% |
$500K - $557K
|
146K
$29.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.88K+ 9.26% |
$496K - $552K
|
34K
$6.91M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.87K+ 5.39% |
$496K - $551K
|
56.2K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
2.86K+ 1.46% |
$493K - $549K
|
198K
$40.4M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
2.84K+ 9.36% |
$490K - $546K
|
33.2K
$6.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.82K+ 18.72% |
$487K - $542K
|
17.9K
$3.64M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.8KNew |
$483K - $537K
|
2.8K
$570K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.76K+ 3.86% |
$476K - $530K
|
74.3K
$15.1M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.7K+ 4.08% |
$465K - $518K
|
68.8K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.62K+ 41.73% |
$452K - $503K
|
8.9K
$1.81M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.62KNew |
$451K - $502K
|
2.62K
$532K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.59K+ 7.8% |
$447K - $497K
|
35.8K
$7.28M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.59K+ 189.1% |
$446K - $496K
|
3.95K
$804K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.47K+ 58.69% |
$426K - $474K
|
6.68K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.45KNew |
$422K - $469K
|
2.45K
$498K
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2.41K+ 7.27% |
$416K - $463K
|
35.6K
$7.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.4K+ 7.76% |
$414K - $461K
|
33.4K
$6.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.4K+ 4.7% |
$414K - $460K
|
53.5K
$10.9M
|